Stocks
Vistra Stock vs Micron: VST Needs 39x EBITDA for a 484% Run
Micron did not re-rate. That single correction dismantles most of the case being made for Vistra right now, because the Vistra pitch borrows...
Peter Thiel Portfolio: $418.7M Rebuilt From Two Zero…
Two consecutive quarters in which Peter Thiel’s fund reported no US stock holdings did not mean Peter Thiel had left the stock market....
Nike Drops Out of the S&P 100 on 21 September. Index…
S&P Dow Jones Indices said on 4 September that Nike will be removed from the S&P 100 as part of its quarterly rebalance. The...
Nvidia Portfolio: 8 Companies It Owns, $63.44bn, 47% Intel
Nvidia does not run a sprawling venture book of public stocks. Its entire disclosed US equity portfolio is eight names, and a single...
Tesla vs Uber Stock After Robotaxi: TSLA Flat, UBER -6.6%
Tesla did not get paid for launching a robotaxi. Uber got charged for it. The consensus reading of 3 September is that the...
Elon Musk Net Worth: $929.4 Billion, $70.6B Short of $1…
Elon Musk’s net worth is $929.4 billion, according to the Forbes Real-Time Billionaires list as refreshed on 13 September 2026, which prices his...
Brent Crude Oil Price Near $107 as Oman Postpones Iran…
Updated 14 September 2026. Brent crude traded at $106.69 a barrel, up $2.08 or 1.99% on the day, with WTI at $102.00, up...
The rate hike narrative is back after strong CPI
The previous week had opened with September’s hike odds still near 45%, after Waller’s dovish message, followed by the 162,000 payrolls print that...
